The Fed is the center of attention once again with higher expectations for a rate hike following Jackson Hole. We explain what happened and also examine if the data supports it before moving to the upcoming events.
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- Consistent case for a rate hike: While Yellen was relatively cautious while sounding mildly upbeat, Fischer made it clear that September is an option. Data is now more important than ever.
- Is the data good enough?: Like with Yellen’s speech, it takes a lot of effort to find a smoking gun. We examine the Fed’s mandates.
- Preview: The NFP just became much more important but it’s not alone. Data from China, always lurking in the background should be watched as well.
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